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Technology Stocks : i2 Technologies -- Ignore unavailable to you. Want to Upgrade?


To: Michael Tedder who wrote (298)4/16/1998 11:46:00 AM
From: Rick Bullotta  Read Replies (1) | Respond to of 2339
 
<<A week ago I then heard that they stuffed the channel and will beat the estimate>>

With the new revenue realization and accounting policies, particularly for products with a service segment and an extended install cycle, it is HIGHLY unlikely that ITWO *could* or *would* "stuff the channel". A sure-fire path to shareholder litigation!

Don't think so...

- Rick



To: Michael Tedder who wrote (298)4/16/1998 12:01:00 PM
From: Homer  Read Replies (1) | Respond to of 2339
 
Thanks. I read your March 30 post.
"ITWO might pre-announce negative EPS. The street consensus is between 8 and 10 cents per share."